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craze. stocks that have been beaten up like google. you're saying these stocks could actually benefit from this as well? >> wouldn't count out these guys. there is always this rumor that apple would actually use its huge cash pile it has got. want to start an online bank. if you find a way do online banking be capital side of that be 100 billion cash in the bank. one of many rumors people talk about. they are working on google wallet to take existing credit cards and put into google device, the concerns you talk about people walk away with the cell phone, google's idea essentially aggregate all the information and password protect that someone walks with the phone and get on the cloud with google wallet kill all your stuff. adam: you do that already with apple. why bother with google? do no evil, people are thinking they're evil collecting all the data? >> these are concerns we have to work out with privacy and security. i wouldn't count out google or apple on this a lot of people are concerned about privacy with google glass everything else they do. i wouldn't bet against innovation
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